Quickstart

Live agent in 5 minutes. No code required.

1. Create your account

Sign up at clearly.sh/subscribe. The free plan includes 1 agent and 100 conversations per month — no credit card required.

2. Configure your agent

In your dashboard, go to Settings. Give your agent a name and a greeting, and pick a tone:

-Friendly — warm, approachable (general retail, lifestyle)
-Professional — precise, measured (B2B, luxury)
-Casual — relaxed, playful (fashion, beauty)
-Witty — clever, engaging (indie brands)

Add an accent color to match your store’s brand. Customers will never see an “AI chatbot” — just your store’s associate.

3. Upload your product catalog

Go to Catalog in the sidebar. Drag and drop your Shopify product export (CSV or JSON). The agent indexes every product for semantic search.

For Shopify stores, this happens automatically after connecting.

4. Add the embed script

Go to Embed & Keys. Copy the script tag and paste it into your store's HTML — before or in your theme's .

5. Test it

Visit your store and open the chat widget. Ask it about a product. It should respond with recommendations from your catalog within 2 seconds.

The embed snippet

html

<script
  src="https://clearly.sh/embed.js"
  data-site-key="ck_live_your_site_key"
  data-theme="auto"
  data-greeting="Hi! How can I help you today?"
></script>

What happens next

Your agent will greet visitors after 5 seconds (configurable). When a customer asks a question, the agent searches your catalog using semantic full-text search and responds with product recommendations.

Conversations are logged in your dashboard. The agent automatically extracts insights — sizing questions, feature requests, competitive mentions — and surfaces them as Agent Notes you can browse and act on.

Shopify stores: Install via the Shopify App Store for automatic product sync, webhook-based updates, and one-click theme activation. See Shopify Setup.

Documentation Shopify Setup